Private Client Tax Senior (Including Corporate Tax Training- If Desired)

Private Client Tax Senior (Including Corporate Tax Training- If Desired)

Location: Berkshire (Reading) (2–3 days) / Central London (1 day optional) | Hybrid working 2-3 days working from home (DOE).
Salary: £35,000 – £47,000 (DOE)
Type: Full-time, Permanent

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About the Firm

We are a well-established and growing advisory and accountancy practice, with a unique structure that blends large, complex corporate clients with long-standing owner-managed businesses (OMBs). Our client base spans across entertainment, media, property, and international private clients — ranging from high-net-worth individuals and creatives to sole traders and trusts.

We're a people-first firm: informal, close-knit, and highly supportive. Culture is a big part of what we do — open conversations, collaborative teamwork, and a strong focus on work-life balance are at the heart of how we operate. Although we’re now a top 20 firm, our office and teams remain happy and effective — it never feels corporate or impersonal.

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The Role

We’re looking for a Personal Tax Senior to join our growing tax team. The role is primarily compliance-focused (about 80%) but also offers meaningful advisory exposure (around 20%) that arises naturally through working closely with clients.

You’ll be involved with a high-calibre and varied portfolio including HNWIs, international individuals, property clients, sole traders, and trusts. The role includes ownership of a portfolio of around 150 clients, with autonomy to build relationships and take ownership of your workflow and client communications.

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Key Responsibilities

• Managing a portfolio of approx. 150 personal tax clients (compliance and advisory).

• Preparing and reviewing personal tax returns.

• Advising clients on:

• Residence and domicile issues

• Pension and tapering planning

• Trust and estate matters

• Capital gains and IHT strategies

• SEIS/EMI (if of interest)

• Attending client meetings alongside senior staff and partners.

• Building strong, lasting client relationships.

• Collaborating closely with corporate tax, accounts, and wider internal teams.

• Supporting the team with the annual workload of approx. 500–600 tax returns.

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What We’re Looking For

• Minimum 3 years’ experience in personal tax, ideally within practice.

• ATT and/or CTA qualified, or QBE with relevant experience.

• Confident and self-sufficient — able to manage your own portfolio.

• A strong communicator with a personable, down-to-earth style.

• A team player who values openness, support, and flexibility.

• Enjoys client-facing work — including meetings, socialising, and building rapport.

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What’s on Offer

• Flexible Hybrid Working: typically 2 or 3 days in our Berkshire office, with the option of 1 day in the Central London office.

• Autonomy & Variety: Space to develop your own specialisms or take on advisory projects.

• Supportive Team Environment: Experienced team with a people-focused approach.

• Real Progression: Clear opportunities for advancement, whether toward more advisory work or leadership.

• Diverse Client Base: From creatives and entrepreneurs to international individuals and property investors.

Interview Process

1. First Stage: Informal in-person meeting with members of the tax management team.

2. Second Stage: In-person meeting with a senior partner.

Please email me with your CV if you feel you have the right experience: david@clark-wood.co.uk

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For further information on this role please contact David Elliot at Clark Wood – david@clark-wood.co.uk / DD: +44 (0) 117 329 1058 | Mobile: +44 (0) 7358 908463

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